Accounts Receivable Specialist

Job Summary

The Accounts Receivable Specialist is responsible for managing incoming payments, maintaining accurate customer accounts, and ensuring timely invoicing and collections. This role plays a key part in monitoring homeowner and insurance deposits, applying credits, tracking referrals, and moving jobs efficiently through the company’s financial and operational pipeline.

Key Responsibilities

Homeowner Deposits

• Receive, record, and track homeowner deposits
• Ensure deposits are applied accurately to the correct jobs and accounts
• Reconcile deposit records with accounting systems

Insurance Deposits

• Process and track insurance-related deposits
• Follow up on outstanding insurance payments as needed

Invoicing and Payments

• Generate and send accurate invoices to homeowners
• Post payments (checks, electronic payments, etc.) in a timely manner
• Resolve payment discrepancies and customer billing questions

Homeowner Credits

• Apply and monitor homeowner credits
• Ensure credits are properly documented and reflected in customer accounts
• Communicate credit balances when applicable

Homeowner Referrals

• Track homeowner referral credits or incentives
• Ensure referrals are recorded accurately and applied according to company policy

Pipeline Management

• Move jobs through the financial pipeline
• Coordinate with operations, project managers, and sales teams to ensure billing milestones are met
• Monitor job statuses to ensure accounts remain current

Reporting and Recordkeeping

• Maintain organized and accurate accounts receivable records

Qualifications

• High school diploma or equivalent (Associate’s degree in accounting or finance preferred)
• Previous accounts receivable or bookkeeping experience preferred
• Strong attention to detail and accuracy
• Ability to manage multiple accounts and deadlines
• Proficiency with accounting software and spreadsheets
• Strong communication and organizational skills

Skills and Competencies

• Financial accuracy and consistency
• Time management and prioritization
• Professional customer communication
• Problem-solving and follow-through